Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.  Please click here to access our team brochure.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Estate Planning Strategies2
  • Philanthropic Services
  • Long Term Care Insurance3
  • Endowments and Foundations4
  • Financial Planning5
  • Wealth Management6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 961-2640(301) 961-2640
Toll-Free:
(800) 745-4503(800) 745-4503

Meet The Greenspan Group

About Me

Ira Brett Greenspan, First Vice President/Wealth Advisor with Morgan Stanley in Bethesda, Maryland, has been with the firm since 1997. Ira advises high net worth, non-profit and corporate clients, and encourages use of the firm’s Consulting Services.

Even before working for Morgan Stanley, Ira has been serving in client-oriented professions providing assistance to non-profits and members of the U.S. House of Representatives, Veterans Affairs Committee, Subcommittee on Compensation and Benefits. Ira served under the Chairmanship of Chairman G.V. “Sonny” Montgomery (D-MS) and Chairman Bob Stump (R-AZ). On the Veterans Affairs Committee, Ira acted as a liaison between the various Veterans groups and the members of the committee.

Ira Greenspan’s current position and responsibility on the team is to carry out the communications process. His primary responsibilities include quarterly conference calls, manager updates, interpretation of performance data and on-site visits. During conference calls, the team discusses current market conditions and developments in the industry and measures clients’ long-term goals and objectives. The main goal of the Greenspan Group is to “empower complacent investors to overcome generic guidance,” and Ira furthers this goal by providing a thorough communication structure.

Ira graduated from The American University in Washington, D.C. where he earned both a Masters in Public Administration with a concentration on Public Finance and a Bachelor of Arts in Political Science. Ira earned his Investment Consultant designation by attending the Wharton School in 2005. Ira is also a Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC). These designations represent proficiency in the field of retirement planning and mutual fund analysis.

Ira is also an active member of his community, enjoying recently his participation with the Brotherhood at Temple Beth Ami in Rockville, Maryland, serving as the current Brotherhood President.  Ira is also interested in photography, and lives in Boyds, Maryland, with his wife, Marlo, and two children, Leah and Zachary.
Securities Agent: TX, MD, WV, WI, WA, VT, VA, UT, SC, PA, OK, OH, NY, NV, NJ, NH, NE, NC, MO, MN, MI, ME, MA, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1295585

About Me

Michael Rozofsky, First Vice President, Certified Financial Planner (CFP)™, has been with Morgan Stanley in Bethesda, MD since 1999. Michael immigrated to the United States from Moscow, Russia in 1987. He graduated from The George Washington University where he played tennis and studied Finance and International Business. Prior to that he attended the Bullis School in Potomac, MD.

As a CFP®, Michael’s current responsibilities within the group include overseeing investment policy formation, asset allocation implementation and risk management. Being a Chartered Retirement Counselor® helps Michael in assisting clients with their pre-and-post retirement needs, estate planning strategies and their overall retirement planning. Michael, his wife Libbie and his daughters, Lilia and Alexandra live in Bethesda, MD.
Securities Agent: TX, MD, WV, WI, WA, VT, VA, UT, SC, PA, OK, OH, NY, NV, NJ, NH, NE, NC, MO, MN, MI, ME, MA, KS, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1398705

About Me

Daniel Kaufman began his career in finance as an analyst at Bloomberg and further defined his career path by becoming a financial advisor in 2013. Dan joined the Greenspan Group at Morgan Stanley as a financial advisor in 2017. Dan is a financial planning specialist and holds the Series 7 and 66 security licenses as well as those in health and life insurance.

Dan leads the Greenspan Group’s initiative in business development providing innovative solutions to a diverse population of corporate executives, commercial real estate affiliates, attorneys, accountants, and high net worth entities. Dan takes a holistic approach to development of his clients’ portfolios with sophisticated investment strategies that help them achieve their short term, intermediate, and long term goals. He provides our clients with top tier service by conveying an extensive understanding of their wants, needs, and future goals.

Dan, a New Jersey native, is a graduate of Johnson and Wales University in Providence, Rhode Island, with degrees in Accounting, Management, and Psychology. Here, Dan established a successful collegiate hockey career that led to playing at a professional level. Dan now shares his passion and knowledge for hockey by coaching youth teams. He is also a proud member of the local Kiwanis International chapter. When Dan isn’t volunteering he enjoys traveling and spending time with those closest to him.
Securities Agent: MD, WV, WI, WA, VT, VA, UT, TX, SC, PA, OH, NY, NV, NJ, NH, NE, NC, MT, MO, MN, MI, ME, MA, KS, IN, IL, ID, IA, GA, FL, DE, DC, CO, CA, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1636258
From Our Team

FA Brochure The Greenspan Group 08-24-16


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Greenspan Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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